See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,210 | $78,672-57.8% | $109,143-69.6% | $85,850-61.3% |
| Participation rate | 61.5% | 68.3%-6.7pp | 75.9%-14.3pp | 69.3%-7.8pp |
| Annual return | 12.09% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,039 | $2,735-62.0% | $3,722-72.1% | $2,565-59.5% |
| Participant deferral / active EE | $1,687 | $3,467-51.3% | $4,653-63.7% | $3,952-57.3% |
| Admin fee / account holder | $1,564 | $5,469-71.4% | $6,752-76.8% | $6,260-75.0% |